15 comments

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  Monty

  10 months ago

  Sorry Zack, but again you show your vast ignorance of the world and lack of traveling experience. Argentina, with its capital Buenos Aires, for instance, is one of the hippest, most tech savvy countries I've ever visited. BA is a mix of NYC, Paris and Madrid, but with tango. In fact, they have a highly developed film industry, make commercials shown throughout Latin America, with such slick directors that they often flown to the US and Canada to make commercials for the North American markets. Likewise, many cities in Chile, Colombia and Uruguay are heavily populated, tech savvy, with booming economies. Estonia is one of the top markets in the region, with a sophisticated industrial and tech market. Hungary is also a developed EU country with low corporate taxes and a well educated populace.
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  Zach Bass

  10 months ago

  Monty this all may be true, but the iPhone is gonna cost people in these countries 500-800 bucks and their monthly deals are pitiful. And while they are bustling economies compared to their neighbors, their average incomes are a fraction of Americans. I just don't see how they afford this phone.
  
  Until the carriers come out with reasonable deals, the iPhone is going to have very slow adoption in most of these emerging countries. I think Apple may solve the problem in one of two ways, perhaps both. 1) introduce an iPhone light, very low cost with a subset of features of the current iPhone. And 2) perhaps Apple will start their own telecomm network that will offer reasonable entry for those that can't afford to fork over a 10th of their yearly salary.
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  Human

  10 months ago

  "The only real benefit I think Apple will get out of the India deal is the halo effect of introducing Apple computers to a country that has a growing technology economy."
  
  --
  
  Analysts have understood from the beginning that any sale of an iPhone is gravy. The computer tie-in is why the iPhone is exciting...
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  r

  10 months ago

  Your 15 minutes of dumbed down fame are almost up.
  
  iPhone doesn't need 3G to be a hit - it's the OS stupid. iPhone is a hit because of what it does and is - not how fast it is.
  
  You are getting carried away with your ability to publicly sway a ship of dumbed down fool traders who don't understand the first thing about what it means to - invest. Investors don't expect day to day profits and thanks to hefty cash reserves Apple will beat the speculators silly when hey realize it's real worth.
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  FishWife

  10 months ago

  'but the rest of the countries on this list, strike me as third world' - Very insular and xenophobic. As for India, sure there are huge numbers of poor, but it is the rising middle classes of India and China that are fuelling the commodities boom. The population is huge, full stop. Huge poor, huge middle class. Are you sure you are an Apple fan, every day I seem to see a negative headline coming from you appearing on appleinvestornews.com.
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  r

  10 months ago

  he's a shortselling trader
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  Zach Bass

  10 months ago

  That rising middle class in India is still nothing compared to an American middle class. The average yearly income of technologists, the most successful class of workers there, is only $12K-22K per year. That's approximately what a hamburger flipper makes here.
  
  They are much more apt to buy a cheap Apple computer than an iPhone that may or may not work on India's dismal infrastructure, where they still have to boil water for drinking, and can only expect gas and electricity for part of the day.
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  crazyhorse

  10 months ago

  How about this folks, let's not start with name calling and attacking BO, ok?
  
  Zack, as I send before remain true to your blog and pay no attention to the critics that have nothing better to do then rank for their loses.
  
  Now with that all said.
  
  Fucking Russia and Georgia are starting market turmoil. For a while I thought that it was just the stupid americans (me) that were the culprits. But now in this "WORLD" economy and with all the speculators, anyone FARTS and the market gets FUCKED! And with oil still the bubble things are getting way out of hand.
  
  Funny thing I hear all this bad economic news yet I see folks out driving, at the malls spending money. At the movie, resturuants, etc... Yet the the talking heads speak the contrary.
  
  But I see down the road that speculations and speculators are going to get their just do. I think a act of congress is going to set rules and guidelines that are going to stifle this crap. And they are going to have to act on this. Think of it like this, "INDYMAC," the bank.
  
  Till then this crazy rollercoaster is not going to end.
  
  Keep up the faith and don't take these clowns serious.
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  marcos

  10 months ago

  So, basically, today is a bounce day and a fool's game day. Buy now and believe you later, when it slips below the waves. Right? Posters who are investors get killed in these situations. Look at last January. Nothing bad on the horizon with AAPL but whoa look at what happened. The net worth, value of the company, sales upsides did nothing as it went down the gurggler with the rest of the market.
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  h

  10 months ago

  At least he didn't post pictures of his dumb vacation that nobody but himself cares about. I mean WTF?
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  macfan

  10 months ago

  Such a clown.
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  Alan Todd

  10 months ago

  Zach
  
  re: 20 countries - The iphone Global Market Widened Yesterday
  The belief that the NEW third world markets mentioned by you as "no big deal" seems very Americacentric (knowledge of the markets and abilities in these areas is often not well understood by most western interests). The appetite for Apple products and iphone (even without 3G network) in particular might seem marginal in some of these locals; however, there seems by virtue of the extraordinary population numbers and the commonplace worldwide trade in electronic devices (cell phone appetite in particular) a surprising sales potential even in the near term. I may be a victim of my own enthusiasm for strong emerging economies in my expressed belief (forgive me) but the surprises of the last 6 months in global markets (scale of all kinds) leave me with some doubts about the "no big deal" assertion as accurate while taking for granted the remarkable global business appetite often lost in the so called "first world".
  
  regards, somelatitude
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  macfan

  10 months ago

  Let us all face it. This guy Zach is a Quack. He is motivated by something very much other than the truth. He truly is an investor in the wilderness...without a moral compass. Good luck jack ass, I mean Zach Bass. Remember, what goes around must and always does...come around.
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  Brosan

  10 months ago

  Zach, I feel for you. Anyone who states an informed opinion these days is condemned to listen to these know-it-all Internet crazies hurl their lame insults. Monty, h, r, macfan & the like are so impressed with themselves they won't respect another opinion. They live in the realm of emotion & resort to name calling when they have no argument to fall back on. You're a class act. Keep up the good work. I enjoy your columns.
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  macfan

  10 months ago

  Brosan, I respect your opinion. However, the reality is this guy is using this platform to manipulate the direction of a stock price. Hence the "Shock Headlines". Don't be fooled into thinking it is anything other than that.
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